Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)

It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.

Provide reporting on estimated vs actual time taken on tasks and analysis of averages etc to allow for review and adjustment of fees.

It is great that we can now edit automated emails subject lines. However, I have just found out from the support desk that clients and accounts variables cannot be used when editing automated emails subject lines. It would be useful to be able to ...

It would be extremely beneficial if Bright Manager integrated with Ignition. Many practices use Ignition for proposals, engagement letters and recurring fee collection. Currently, this requires duplicate data entry between systems. An integration ...

It would be extremely helpful to have a Global Document Library within Bright Manager. At the moment, if we want to share a standard document (for example payroll forms, brochures, guidance notes, etc.), we have to upload the same document individ...

Could we have a deselect all/select all button at the top of the client list for emailing? I appreciate we can filter the client list as much as possible but there will still be times when we want to select certain clients to receive a bulk email.

Many practices use AM and TaxCalc has to have a large percent of market share for Tax/Accounts prep. Once upon a time, there were plans to integrate the two TaxCalc practice management is terrible, and they would gain from having some integration

The insights tools - allowing for easy filtering of WIP and chargeable time - can only be provided to people if they have full access. It would be great if this could be provided as a module that can be toggled on/off to certain individuals in the...

BM is currently missing a key feature that most accountants expect from practice management software: a clear, list-based view of upcoming deadlines on the dashboard. At present, deadlines are displayed mainly in graph format, which is not practic...